Cambridge Financial Group (Arizona)’s iShares Russell 1000 Value ETF IWD Stock Holding History

Cambridge Financial Group (Arizona)’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.25M	Sell	5,145 -1,810	-26%	-$422K	0.39%	50
2026 Q1	$1.49M	Sell	6,955 -1,213	-15%	-$266K	0.5%	39
2025 Q4	$1.59M	Sell	8,168 -408	-5%	-$84.3K	0.55%	41
2025 Q3	$1.75M	Buy	8,576 +2,792	+48%	+$555K	0.56%	43
2025 Q2	$1.12M	Buy	5,784 +447	+8%	+$82.8K	0.42%	47
2025 Q1	$1M	Buy	5,337 +3	+0.1%	+$571	0.43%	48
2024 Q4	$987K	Sell	5,334 -53	-1%	-$10.2K	0.42%	50
2024 Q3	$1.02M	Sell	5,387 -481	-8%	-$87.6K	0.43%	53
2024 Q2	$1.02M	Sell	5,868 -55	-0.9%	-$9.62K	0.47%	47
2024 Q1	$1.06M	Buy	5,923 +3	+0.1%	+$508	0.5%	47
2023 Q4	$978K	Buy	+5,920	New	+$914K	0.51%	46

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s IWD Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) reduced its iShares Russell 1000 Value ETF (IWD) stake by 26% in Q2 2026, selling an estimated $422K and leaving 5,145 shares worth $1.25M. The position accounts for 0.39% of the portfolio, ranked #50.

Cambridge Financial Group (Arizona) first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.75M in Q3 2025. 613 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Cambridge Financial Group (Arizona) held 5,145 shares of iShares Russell 1000 Value ETF worth $1.25M as of Q2 2026.
Cambridge Financial Group (Arizona) sold 1,810 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $422K.
iShares Russell 1000 Value ETF made up 0.39% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #50 holding.
Cambridge Financial Group (Arizona) first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
Cambridge Financial Group (Arizona)'s iShares Russell 1000 Value ETF position peaked at $1.75M in Q3 2025.
613 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.